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Altria Group
MO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1976
Paradigm Asset Management
New York
$156K – – –
APW
1977
Aventura Private Wealth
Florida
$154K – – –
GIA
1978
GHP Investment Advisors
Colorado
$153K +$601 +11 +0.4%
ARMT
1979
Amica Retiree Medical Trust
Rhode Island
$153K -$33.3K -609 -19%
RMC
1980
Resources Management Corp
Connecticut
$153K +$6.83K +125 +5%
PPC
1981
Park Place Capital
Alabama
$152K +$2.73K +50 +2%
PSFG
1982
Park Square Financial Group
Georgia
$151K -$36.3K -664 -21%
AIM
1983
Acropolis Investment Management
Missouri
$150K +$6.44K +118 +5%
BONH
1984
Bank of New Hampshire
New Hampshire
$150K +$9.55K +175 +8%
NI
1985
NCP Inc
California
$147K -$8.19K -150 -6%
BFPW
1986
BOK Financial Private Wealth
Colorado
$146K – – –
FMB
1987
Field & Main Bank
Kentucky
$144K – – –
1NWS
1988
1 North Wealth Services
Maryland
$143K +$130K +2,382 New
FDW
1989
Fourth Dimension Wealth
Ohio
$140K +$27.3K +500 +27%
CPG
1990
Cornerstone Planning Group
New Jersey
$137K +$58.2K +1,066 +83%
SPF
1991
South Plains Financial
Texas
$132K -$115K -2,098 -49%
KTC
1992
Kentucky Trust Company
Kentucky
$132K – – –
POIA
1993
Pin Oak Investment Advisors
Texas
$132K -$6.33K -116 -5%
AA
1994
Addison Advisors
Vermont
$131K -$9.72K -178 -8%
SFGP
1995
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$130K +$928 +17 +0.8%
CWM
1996
CarsonAllaria Wealth Management
Illinois
$128K +$2.51K +46 +2%
BFS
1997
Burkett Financial Services
South Carolina
$127K +$2.29K +42 +2%
TIM
1998
Thompson Investment Management
Wisconsin
$127K – – –
LFASL
1999
Lugano Financial Advisors SA (LFA)
Switzerland
$126K – – –
MTIC
2000
Missouri Trust & Investment Company
Missouri
$126K – – –
78 79
80
81 82